Max Becker is a registered investment advisor at Morgan Stanley, based in Aventura, FL, with 21 years of industry experience. Max is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, High Net Worth, Investment Management, Retirement Planning. Their firm serves 2,703,720 clients with $2000B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Morgan Stanley Smith Barney LLC charges a fee for its consulting services, which is generally payable quarterly in advance. The maximum fee for the services is $500,000, and fees are negotiable between the client and their private wealth advisor.
Location
20807 Biscayne Boulevard, 5th&6th Floor, Aventura, FL, 33180
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Regulatory History (1)
Customer Dispute
July 2009Other Business Activities
Max owns rental property in Aventura, FL, since 2017. This activity is investment-related and requires minimal time.
Employment History
Current Registrations
Morgan Stanley
Morgan StanleyBroker
Previous Registrations
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
Edward JonesBroker
Bianco Financial INC.Broker
Dominick & Dominick LLCBroker
Vectorglobal WmgBroker
Atlas One Financial Group, LLCBroker
State Registrations18 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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